11/03/2026
--Here’s where container rates will go in extended Iran war--
The escalating conflict involving Iran has significantly disrupted shipping operations in the Persian Gulf, particularly as Iran effectively shut down the Strait of Hormuz, a critical global maritime route.
The closure has caused vessel congestion and operational disruptions across regional ports. Major carriers such as MSC, Hapag-Lloyd, CMA CGM, and Maersk have responded by suspending bookings, canceling sailings, or diverting vessels to manage security risks.
As a result, containers bound for the Gulf are beginning to accumulate at origin ports and could lead to congestion in nearby hubs such as Singapore, Malaysia, and Sri Lanka.
Although only about 2–3% of global container traffic passes through the Strait of Hormuz, the temporary removal of vessels and equipment from circulation could tighten global shipping capacity if the disruption continues. Rising fuel costs, emergency surcharges, and schedule disruptions are also pushing freight rates higher, with rates from Shanghai to Jebel Ali already more than doubling in early March.
If the conflict persists, the ripple effects may impact global supply chains, delay shipments, and increase freight costs across multiple trade lanes.
随着伊朗冲突升级，伊朗实际上关闭了关键航道 霍尔木兹海峡，对波斯湾地区的航运造成严重影响。
该海峡是全球重要的能源与货运通道，其关闭导致区域港口出现船舶拥堵与物流中断。多家大型航运公司，包括 MSC、Hapag-Lloyd、CMA CGM 以及 Maersk，已暂停订舱、取消航次或调整航线以降低安全风险。
与此同时，原本运往海湾地区的集装箱开始在起运港累积，并可能导致 新加坡、马来西亚 以及 斯里兰卡 等转运港口出现拥堵。
尽管通过霍尔木兹海峡的集装箱运输量仅占全球 2%–3%，但若航道持续关闭，大量船舶和设备停滞将影响全球运力供应。同时，燃油成本上涨、紧急附加费以及航期延误也在推高运价。例如 上海 至 杰贝阿里港 的运价在三月初已翻倍上涨。
若冲突持续，全球供应链可能面临更大的延误与运费上涨压力。
(source: https://www.freightwaves.com/news/heres-where-container-rates-will-go-in-extended-iran-war)
Prime Int'l Logistics Sdn Bhd - Malaysia Branch
